Events Search
  Summary & Check Out (0)
Monday, October 19, 2020 Webcast

The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning (X3-2562682)

12:00 PM - 1:00 PM EDT


1.0 CPE Credits in PD


As accounting and bookkeeping professionals, we strive to improve our clients’ businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn’t leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. As a Cherished Advisor, you become a strategic partner that your business clients appreciate, highly value and can’t imagine living without.


CPAs, corporate finance teams, business leaders and other financial professionals.


* Recognize how automation can grow their practices

*Identify top technologies that can benefit their firms

* Leverage technology for generational planning and change management in order to recruit the best talent




Amy Vetter

Amy Vetter, CPA, CITP, CGMA


The B3 Method Institute

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute. She is a transformative keynote speaker on the mindful use of technology and creator of the B3 Method for Business, Balance & Bliss. Amy has authored two books, including: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their clients with the rise of technology-driven DIY financial services. Amy was named one of the “Most Powerful Women in Accounting in 2018” by the AICPA and CPA Practice Advisor for the third year in a row. Learn more at and follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.


$35.00 - Member

$45.00 - Non Member

Pre-Registration Closed

Online pre-registration for this event is now closed.


Remind me to register

Print a registration form